Course Outline


Setting up Tableau

Overview of Tableau Features and Architecture

Navigating the Tableau User Interface

Connecting to your data

Organizing, Filtering, Sorting & Grouping

  • Organizing your data
  • Slicing your data by date
  • Simplifying and sorting your data
  • Advanced options for filtering and hiding
  • Understanding many options for ordering and grouping your data
  • Sort, Groups, Bins, Sets
  • Interrelation between all options

Working with Data in Tableau

  • Using multiple measures in a view
  • Showing the relationship between numerical values
  • Viewing specific values
  • Customizing your data
  • Dimension vs Measure
  • Data types, discrete versus continuous for measure
  • Joining database sources
  • Inner, outer, left, right join
  • Blending different datasources in a single worksheet
  • Working with extracts instead of live connections
  • Data quality problems
  • Metadata and sharing a connection

Calculations on Data and Statistics

  • Row-level calculations
  • Aggregate calculations
  • Arithmetic, string, date calculations
  • Custom aggregations and calculated fields
  • Control-flow calculations
  • What is behind the scene
  • Advanced statistics
  • Working with dates and times

Analyzing Data with Table Calculations

  • Quick table calculations
  • Scope and direction
  • Addressing and partitioning
  • Advanced table calculations

Advanced Geo techniques

  • Building basic maps
  • Geographic fields, map options
  • Mapping data geographically
  • Customizing a geographic view
  • Web Map Service (WMS)
  • Visualizing non geographical data with background images
  • Mapping tips
  • Distance calculations

Parameters in tableau

  • Creating parameters
  • Parameters in calculated fields
  • Parameter control options
  • Enhancing analysis and visualizations with parameters

Building Basic and Advanced Visualizations

  • Cross tabs
  • Geographic maps, heat maps and tree maps
  • Pie charts and bar charts
  • Date and time visualizations and gantt charts
  • Stacked bars and area charts
  • KPI charts and pareto charts
  • Dual axis and combined charts with different mark types
  • Highlight tables
  • Scatter Plots
  • Bar chart variations - bullet charts, bar-in-bar

Advanced formattting

  • Labels
  • Legends
  • Highlighting data with reference lines
  • Annotations

Telling a Data Story with Dashboards

  • Dashboard framework
  • Filter actions
  • Highlight actions
  • URL actions
  • Cascading filters

Trends and Forecasting

  • Understanding and customizing trend lines
  • Distributions
  • Forecasting

Integrating Tableau and R for advanced data analytics  

  • Possibility to include different data analytics methods in R on participants request


Summary and Conclusion


  • Experience with business intelligence and data visualization.


  • Data analysts
  • Data scientists
  28 Hours


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